Promoting Women’s Equality in Retirement Planning
Read moreSince 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment…
PART THREE – MYTH VS. FACT: The Path to Financial Diversity
Read moreIt’s hard to achieve financial diversity when you’re unsure of the tools available to you or confused by the variety of options – mutual funds, Certificate of …
Top 3 Things to Ask Your Financial Professional
Read moreKnowing how much and where to save your money is essential to leading a financially secure life. However, wrapping your head around the multitude of retirement…
Helping You Keep Your Retirement Resolutions
Read moreWhen it comes to saving for retirement, many Americans are falling short. According to a recent study by the Financial Industry Regulatory Authority, more than…
4 Small Ways to Save Big
Read moreWhen it comes to saving for retirement, starting early is key. And while putting money away can seem like a huge and daunting task, it doesn’t always require m…
Teacher’s Retirement Q&A on Fixed Index Annuities
Read moreAs educators across the country go back to school for another year, it’s a good time to give some thought to what life should be like for teachers once they’re…
5 Things You Need to Know About FIAs
Read moreAn easy guide to the 5 things you should know about Fixed Indexed Annuities (FIAs).
Time for Ferris Bueller to Consider an FIA
Read moreThough it may seem unbelievable, Ferris Bueller’s Day Off came out in theaters 30 years ago today (June 11), making Matthew Broderick’s character about 48 year…
Answering Retirement’s Most FAQs
Read moreThe Indexed Annuity Leadership Council (IALC) compiled and answered some of the most frequently asked questions when it comes to planning for retirement.
Top 3 Common Retirement Mistakes
Read moreOn the surface, transitioning to retirement means spending your days on the golf course or on the beach instead of in the office. But failing to prepare for re…
Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay
Read moreIn today's video blog, Ellie Kay answers your questions about whether some of the "opportunities" available to American consumers are in fact a good deal or ju…
Indexed Annuity Sales are Up, Complaints are Down
Read moreDespite the growth in indexed annuity sales, complaints against the product have significantly decreased since 2010, according to data recently released by the…
CONGRESS OPENS DOOR FOR TAX-FREE RETIREMENT INCOME
Read moreIt is important to consult with a tax and/or investment advisors about whether a Roth conversion is right for you. If you are looking at a conversion to a Roth…
What’s the Key to Meeting New Year’s Financial Resolutions? Setting Attainable Goals
Read moreAccording to the 2013 Fidelity Resolutions Study, the number of people making financial resolutions is at an all-time high and almost half of the survey respon…
It doesn’t have to be this way
Read moreOne of the ways that many investors have chosen to add some balance to their financial plans, particularly in risky markets, is to consider a fixed indexed ann…
Getting close to retirement, but unsure if you can afford it?
Read moreDid you know that it takes 75% to 85% of your pre-retirement income in order to maintain your current lifestyle in retirement? What’s more—even though you don'…
Treasury Easing its Rules on Annuities for Retirement Plans
Read moreIn an effort to increase retirement security for Americans, the Treasury has announced proposed easing of its rules on annuities for retirement plans.
Community Weigh-In: What Questions Do You Ask?
Read moreWhat questions do you make sure to ask when discussing your nest egg options?